account_balance

Investment manager · 13F filer · SEC CIK 1599217

Capstone Financial Advisors, Inc.

Reported value$2.05Bas of Jun 30, 2026

Positions191 22 new, 16 sold out

Top 10 weight74.6%VTI alone is 18%

FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

VTIVanguard Index FDS

17.8%Added +2%

IWBiShares Tr

12.7%

DFACDimensional ETF Trust

12.0%

NFRAFlexshares Tr

7.3%Added +2%

BNDVanguard Bd Index FDS

6.6%Added +3%

VXUSVanguard Star FDS

4.8%

IXUSiShares Tr

4.2%

DFAXDimensional ETF Trust

3.7%

IWFiShares Tr

2.8%

BNDXVanguard Charlotte FDS

2.7%

MCDMcDonald's Corp

2.5%

TLTDFlexshares Tr

2.2%

VTIVanguard Index FDS

17.8%Added +2%

IWBiShares Tr

12.7%

DFACDimensional ETF Trust

12.0%

NFRAFlexshares Tr

7.3%+2%

BNDVanguard Bd Index FDS

6.6%+3%

VXUSVanguard Star FDS

4.8%

IXUSiShares Tr

4.2%

DFAX3.7%

IWF

BNDX

MCD2.5%

TLTD

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

VTI Vanguard Index FDS 17.8% Added +2%

IWB iShares Tr 12.7% Held

DFAC Dimensional ETF Trust 12.0% Held

NFRA Flexshares Tr 7.3% Added +2%

BND Vanguard Bd Index FDS 6.6% Added +3%

VXUS Vanguard Star FDS 4.8% Held

IXUS iShares Tr 4.2% Held

DFAX Dimensional ETF Trust 3.7% Held

IWF iShares Tr 2.8% Held

BNDX Vanguard Charlotte FDS 2.7% Added +3%

MCD McDonald's Corp 2.5% Held

TLTD Flexshares Tr 2.2% Held

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing

add_circleNew

SBUX $2.98M
KLAC $747K
SPCX $485K
PANW $429K

arrow_upwardAdded

BND +3%
BNDX +3%
MSFT +2%
VTI +2%

arrow_downwardTrimmed

VTEB −22%
AMZN −4%
JPM −3%
TILT −3%

remove_circleSold out

VT $1.15M
CAOS $1.01M
FCX $468K
VTES $397K

Capstone Financial Advisors, Inc.

Where the money is

Biggest moves since Mar 31, 2026

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